Install and set up the Dynamics 365 app for Teams

Applies to Dynamics 365 for Customer Engagement apps version 9.x

For Dynamics 365 for Customer Engagement admins: enable Microsoft Teams integration feature

By default, Microsoft Teams integration is disabled. To turn this feature on, follow the steps below.

  1. Sign in as a System administrator to Dynamics 365 for Customer Engagement apps.

  2. Go to Settings > Administration > System Settings > General tab.

  3. Enable Microsoft Teams Integration.

    Settings page

When Microsoft Teams Integration is enabled, the Collaborate button appears on records in Dynamics 365 for Customer Engagement apps so you can see the connected team channel. In addition, in the Documents tab of Dynamics 365 record page, the connected Teams Channel file library will appear.

Important

  • If not enabled, users can still connect Dynamics 365 for Customer Engagement apps records to Microsoft Teams but the connected Microsoft Teams channel and the file library do not appear in Dynamics 365 for Customer Engagement apps.
  • When the feature is enabled, the collaboration feature is enabled only for a selected set of system entities. If you want to enable Microsoft Teams integration for additional entities or custom entities, you can only do it programmatically using the msdyn_SetTeamsDocumentStatus Web API action. More information: Enable or disable Microsoft Teams Integration using code.

Install the app and set up the Teams tab

  1. In Microsoft Teams, select Store.

    Select Store

  2. Search for dynamics, and then select the Dynamics 365 tile.

    Search for and select Dynamics 365

  3. Verify that Add for you and Add to a team are both set to Yes.

    You can use Dynamics 365 for Customer Engagement apps for your own use or use on a Microsoft Teams channel to collaborate with others. If you have an existing Microsoft Teams channel, select both options. Otherwise, you can start installing for your personal use and install the app for your Teams later.

    Enable personal and team features

  4. For Add to a team, choose a team and then select Install.

    Add to team

  5. Pick a channel in Microsoft Teams to connect to a Dynamics record and then select Set up.

    Pick a channel and select Set up

  6. Select a version 9.x environment and a Unified Interface app to connect, and then choose Save.

    Select environment and app module

    Note

    • Only Dynamics 365 for Customer Engagement version 9.x or later environments appear in the list. Also, only active environments (those that are not disabled or provisioning) are displayed.
    • Only Unified Interface apps are listed.
    • Only app modules licensed for the selected environment are listed.
  7. Select Entity Selection or View Selection.

    7.1 Entity Selection: Select an entity to connect. You can pick a recently viewed record or use search to find records. You can use Filter by to narrow the search to an entity type. Once you've picked a record, select Save.

    Select an entity

    7.2 View Selection: Select an entity to see the list of available views. Once you've picked a view, select Save.

    Select a view

    Note

    If you select a personal view (My Views) instead of System Views, it’s recommended that you share the view with other users in Teams before you add the view to the Teams channel. Otherwise, other team members will not hae access to the view content.

  8. After completing the above steps, you will see a new tab for Dynamics 365 for Customer Engagement apps for the selected Teams channel.

See Collaborate with Teams for information on how you can use the tab feature to collaborate with Dynamics 365 for Customer Engagement apps.

Set up the Dynamics 365 bot

Set up the bot feature to interact with Dynamics 365 for Customer Engagement apps.

  1. Find and open the Dynamics 365 bot. Open Chat on the left side of the Teams app, and then select Dynamics 365 for Customer Engagement apps.

  2. The Conversation tab opens with the welcome message sent by the bot that provides an overview of the bot’s abilities. Select Sign in.

    Sign in to the bot

  3. Select an environment, and then select Next.

    If the environment has multiple app modules (Sales, Marketing, Service, and so on), then you'll also select an app module.

    Select an environment

    Note

    Only Dynamics 365 for Customer Engagement version 9.x or later environments appear in the list. Also, only active environments (those that are not disabled or provisioning) are displayed.

  4. Enter credentials and sign in.

    The Dynamics 365 bot setup is complete and some preloaded options are available for getting started.

    Bot is set up

See Use the bot for information on how you can use the bot feature to interact with Dynamics 365 for Customer Engagement apps.

Set up the personal dashboard

Set up the personal dashboard (My Dashboard) to interact with Dynamics 365 for Customer Engagement apps without involving other team members.

  1. Open the Dynamics 365 app.

    Open the Dynamics 365 for Customer Engagement appsapp

  2. Select a version 9.x environment and a Unified Interface app to connect with Dynamics 365 for Customer Engagement apps, and then choose Save Changes.

    Select environment and app module

    Note

    • Only Dynamics 365 for Customer Engagement version 9.x or later environments appear in the list. Also, only active environments (those that are not disabled or provisioning) are displayed.
    • Only Unified Interface apps are listed.
    • Only app modules licensed for the selected environments are listed.
  3. Select the My Dashboard tab.

See Use the personal dashboard for information on how you can use My Dashboard.

See also

Troubleshoot Teams integration